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Sierra Summit Advisors’s Apple AAPL Stock Holding History

Sierra Summit Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9M Sell
106,629
-4,931
-4% -$1.41M 3.45% 5
2026
Q1 		$28.3M Buy
111,560
+13,479
+14% +$3.51M 4.11% 2
2025
Q4 		$26.7M Sell
98,081
-9,935
-9% -$2.67M 4.09% 2
2025
Q3 		$27.5M Sell
108,016
-4,626
-4% -$1.05M 4.19% 2
2025
Q2 		$23.1M Buy
112,642
+1,333
+1% +$269K 4.11% 2
2025
Q1 		$24.7M Buy
111,309
+2,694
+2% +$624K 5.36% 1
2024
Q4 		$27.2M Sell
108,615
-5,205
-5% -$1.23M 5.46% 2
2024
Q3 		$26.5M Buy
113,820
+6,448
+6% +$1.44M 6.1% 1
2024
Q2 		$22.6M Sell
107,372
-13,272
-11% -$2.48M 5.61% 2
2024
Q1 		$20.7M Sell
120,644
-25
-0% -$4.55K 5.63% 1
2023
Q4 		$23.2M Buy
+120,669
New +$22.3M 6.78% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sierra Summit Advisors's AAPL Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $1.41M and leaving 106,629 shares worth $30.9M. The position accounts for 3.45% of the portfolio, ranked #5.

Sierra Summit Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sierra Summit Advisors held 106,629 shares of Apple worth $30.9M as of Q2 2026.
  • Sierra Summit Advisors sold 4,931 Apple shares in Q2 2026, an estimated $1.41M.
  • Apple made up 3.45% of Sierra Summit Advisors's portfolio in Q2 2026, its #5 holding.
  • Sierra Summit Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.